U.S. Online Retail and Ecommerce Stock News

NYSE:EAT
NYSE:EATHospitality

Brinker International Weighs Raised Guidance Against Director Share Sales

Brinker International (NYSE:EAT) reported strong earnings momentum supported by new Chili's menu offerings and steady operations. Management raised revenue and earnings guidance after the latest quarterly results. Directors at the company recorded insider share sales around the same time as the updated outlook. Analyst sentiment has been positive following these developments. Brinker International, the parent company of Chili's, sits at the intersection of casual dining and value focused...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Assessing EZCORP (EZPW) Valuation After A Strong Multi‑Period Share Price Rally

Event context and recent return profile EZCORP (EZPW) has drawn attention after a strong recent share price run, with the stock showing double digit returns over the past week, month, past 3 months, year and past 3 years. Against that backdrop, investors are weighing how its current US$25.63 share price, revenue of US$1.34b and net income of US$122.90m line up with its value score of 2 and indicated intrinsic discount. See our latest analysis for EZCORP. The latest move in EZCORP’s share...
NYSE:CNO
NYSE:CNOInsurance

CNO Financial Group (CNO) Margin Compression To 5.1% Challenges Bullish Growth Narratives

CNO Financial Group (CNO) has wrapped up FY 2025 with fourth quarter revenue of US$1,143.1 million and basic EPS of US$0.98, alongside net income excluding extra items of US$92.9 million, giving investors fresh numbers to weigh against a share price of US$44.64. Over recent periods, the company has seen quarterly revenue range from US$1,004.1 million to US$1,188.7 million and basic EPS move between US$0.21 and US$1.62, while trailing 12 month EPS has shifted from US$3.81 to US$2.35. This sets...
NYSE:NEE
NYSE:NEEElectric Utilities

Assessing NextEra Energy (NEE) Valuation After Xcel Data Center Infrastructure Agreement

NextEra Energy (NEE) is back in focus after Xcel Energy signed a memorandum of understanding with a NextEra subsidiary to accelerate generation, storage, and transmission projects for large customers, particularly data centers. See our latest analysis for NextEra Energy. The Xcel MOU lands at a time when momentum in NextEra Energy’s shares has been picking up, with an approximate 14.2% 1 month share price return and a 35.1% 1 year total shareholder return suggesting growing interest in its...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Q4 Loss Of US$316 Million Reinforces Bearish Profitability Narratives

Roblox (RBLX) just closed out FY 2025 with Q4 revenue of US$1.4b and a basic EPS loss of US$0.45, alongside a full year trailing revenue base of US$4.9b and a trailing basic EPS loss of US$1.52. Over the past six quarters, the company has seen quarterly revenue move from US$918.9m in Q3 2024 to US$1.4b in Q4 2025. Over the same period, basic EPS ranged from a loss of US$0.32 in Q1 2025 to a loss of US$0.45 in Q4 2025. This sets up a picture where scale is building but losses remain a key part...
NYSE:SPXC
NYSE:SPXCMachinery

A Look At SPX Technologies (SPXC) Valuation After Recent Share Price Strength

Event context and recent performance SPX Technologies (SPXC) has drawn investor attention after recent share price moves, with the stock up about 2% over the past day, 6.7% in the past week, and 6.9% over the past month. See our latest analysis for SPX Technologies. Zooming out, SPX Technologies has paired this short term share price strength with a 9.4% year to date share price return and a 5 year total shareholder return of about 302%. This points to momentum that has been building over...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Assessing Camtek (CAMT) Valuation As Earnings Optimism Lifts Shares Ahead Of February Report

Camtek earnings optimism lifts shares ahead of February report Camtek (CAMT) has attracted fresh attention as its stock outperformed the broader Computer and Technology sector over the past month, with investor focus now squarely on the company’s upcoming February 18 earnings report. See our latest analysis for Camtek. At a share price of $149.02, Camtek’s recent 5.61% 1 day share price return and 29.02% year to date share price return sit alongside a very large 3 year total shareholder...
NYSE:ACVA
NYSE:ACVACommercial Services

Can ACV Auctions (ACVA) Turn Service Lanes Into Its Next Strategic Growth Engine?

In early February 2026, ACV Auctions expanded availability of its VIPER Early Access Program, bringing AI-driven imaging, automated inspections and real-time valuations into more dealership service lanes and appraisal areas. This move effectively turns the service lane into a high-volume vehicle acquisition channel by standardizing appraisals, integrating with existing dealer systems and linking directly to ACV’s broader data and marketplace tools. We’ll now examine how extending VIPER’s...
NYSE:WCN
NYSE:WCNCommercial Services

Assessing Waste Connections (WCN) Valuation After Mixed Recent Share Price Performance

Assessing Waste Connections after recent performance Without a specific news headline driving attention, Waste Connections (WCN) is drawing interest as investors reassess the stock after a mixed run, including negative year-to-date and 1-year returns alongside stronger multi-year performance. See our latest analysis for Waste Connections. The share price sits at US$169.20. Recent momentum is relatively muted, with a small 7 day share price return of 0.95% and a 90 day share price return of...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Neurocrine’s New Tardive Dyskinesia Trial And What It Means For Valuation

Neurocrine Biosciences (NasdaqGS:NBIX) has started a Phase 2 clinical trial of its investigational compound NBI-1065890 for tardive dyskinesia. The company is building on its existing VMAT2 inhibitor franchise and prior FDA approvals in this therapeutic area. The study is designed to explore whether NBI-1065890 could offer a differentiated, longer-acting treatment option for patients. For you as an investor, this new trial sits squarely in Neurocrine’s core expertise in movement disorders,...
NYSE:NWN
NYSE:NWNGas Utilities

Assessing Northwest Natural Holding (NWN) Valuation After Steady Share Gains And Premium P/E Multiple

With no single headline event setting the tone, Northwest Natural Holding (NWN) is drawing attention as investors weigh its recent share performance against fundamentals such as revenue, net income and regulatory utility exposure. See our latest analysis for Northwest Natural Holding. Recent trading has been relatively steady, with a 7 day share price return of 3.24% and a 1 year total shareholder return of 25.69%, suggesting momentum that has been gradual rather than abrupt. Overall, the...
NYSE:HSY
NYSE:HSYFood

Hershey (HSY) Margin Collapse To 7.6% Tests Premium Valuation Narratives

Hershey (HSY) has wrapped up FY 2025 with Q4 revenue of US$3.1b, Basic EPS of US$1.58 and net income of US$320 million, setting the tone for how the full year’s earnings story lands for investors. Over recent quarters, the company has seen revenue move from US$3.0b in Q3 2024 to US$3.2b in Q3 2025 and Q4 revenue at US$3.1b. Basic EPS ranged from US$2.20 in Q3 2024 to US$1.36 in Q3 2025 and US$1.58 in Q4 2025, putting the spotlight firmly on how margins are holding up through the year. See our...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Faces Market Doubts As US$650b AI Bet Pressures Margins

Microsoft and other large U.S. tech firms are planning to spend more than $650b on AI infrastructure in 2026, including data centers, chips, and software. This surge in capital spending has come alongside one of the sharpest sector sell offs in years, as investors question profitability and business model risks. Microsoft faces concentrated exposure through its dependence on OpenAI for a significant share of its cloud backlog. For Microsoft, ticker NasdaqGS:MSFT, this AI buildout is...
NYSE:BYD
NYSE:BYDHospitality

Boyd Gaming (BYD) Q4 Earnings Put 45% Net Margin Narrative Under The Microscope

Boyd Gaming (BYD) just wrapped up FY 2025 with Q4 revenue of US$1.1b and basic EPS of US$1.79, alongside net income of US$140.4m. This rounds out a year where trailing twelve month revenue sat at US$4.1b and EPS at US$22.56. Over the past few quarters, revenue has ranged from US$991.6m to US$1.1b while quarterly EPS moved between US$1.31 and US$17.81, contributing to a trailing net margin of 45% that puts profitability squarely in focus for investors evaluating the latest results. See our...
NYSE:GPK
NYSE:GPKPackaging

A Look At Graphic Packaging Holding (GPK) Valuation After Q4 Earnings Miss And Cautious 2026 Guidance

Graphic Packaging Holding (GPK) has put investors on alert after fourth quarter earnings missed expectations on EPS and EBITDA, even as revenue slightly topped forecasts and management issued 2026 guidance below market estimates. See our latest analysis for Graphic Packaging Holding. Those softer earnings and cautious 2026 guidance have gone hand in hand with weaker momentum, with a 30 day share price return of 12.01% and a 1 year total shareholder return of 48.75%, pointing to pressure...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

MACOM Executive Moves Highlight Advanced GaN Focus And Rich Valuation Concerns

MACOM Technology Solutions Holdings promoted Stephen Ferranti to Senior Vice President of Corporate Development and Investor Relations. The company also promoted Dr. Gregg Jessen to Senior Vice President of Advanced GaN Technology. These leadership changes are intended to support advanced semiconductor initiatives and future growth priorities at NasdaqGS:MTSI. For investors watching NasdaqGS:MTSI, these promotions come at a time when the stock is trading at $235.87, with returns of 7.7%...
NasdaqGS:NCNO
NasdaqGS:NCNOSoftware

AI Repricing In Software Puts nCino’s Cloud Banking Story To Test

Software stocks, including nCino (NasdaqGS:NCNO), are being sold off as investors reassess traditional SaaS models in light of AI related risks and costs. Signals from large software and cloud providers about softer demand and potentially higher AI spending are weighing on the sector. nCino, focused on cloud banking software, is caught in this wider reset rather than reacting to a single company specific headline. For nCino, the sector move comes on top of already weak share performance. At...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

InnovAge Holding (INNV) Is Up 50.6% After Return To Profitability And Higher 2026 Revenue Outlook - Has The Bull Case Changed?

InnovAge Holding Corp. recently reported second-quarter 2025 results showing year-on-year growth in revenue to US$239.71 million and a shift from a loss to net income of US$10.62 million, while also raising its fiscal 2026 revenue outlook to US$925 million–US$950 million. Alongside this improved profitability and guidance, InnovAge reinstated Medicaid coverage for many participants and expanded its Board with two returning private equity healthcare specialists, potentially strengthening both...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Why Lumentum (LITE) Is Up 40.9% After AI Backlog Fuels Strong Q2 Results And Guidance

Lumentum Holdings recently reported second‑quarter fiscal 2026 results, with sales rising to US$665.5 million and net income reaching US$78.2 million, and issued third‑quarter guidance calling for net revenue between US$780 million and US$830 million. Management emphasized exceptional demand from AI and cloud networking customers, underpinned by an optical circuit switch backlog above US$400 million and a multi‑hundred‑million‑dollar co‑packaged optics order scheduled for 2027. We’ll now...
NYSE:BFH
NYSE:BFHConsumer Finance

A Look At Bread Financial Holdings (BFH) Valuation After Strong 2025 Earnings Update

Why the latest earnings matter for Bread Financial Bread Financial Holdings (BFH) has drawn increased investor attention after reporting higher net income and earnings per share for the fourth quarter and full year 2025 compared with the prior year. See our latest analysis for Bread Financial Holdings. The earnings release and recent dividend declarations have come alongside a 90 day share price return of 25.09% and a 1 year total shareholder return of 30.13%. The 3 year total shareholder...